Advisors at this firm
Joseph D
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.
Patrick O
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.
Alex B
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.
Austin T
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Austin Thoms is a CFP® professional with seven years of industry experience, currently serving at Wealth Advisors Group since 2024. His prior roles include positions at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he volunteers as a deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled 2300 Reasons Why. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a dynamic risk management and tactical asset allocation approach, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews.
Mark V
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Mark Vanderhagen is a CFP® with 38 years of industry experience, currently serving at Wealth Advisors Group in Fort Wayne, IN. His prior experience includes roles at LPL Financial LLC from 1993 to 2017 and Purshe Kaplan Sterling Investments, Inc. from 2017 to 2018. Vanderhagen holds board and leadership positions outside of his advisory work, including serving as treasurer for the Legatus International Fort Wayne Chapter and as a board member of the Watersong Office Park Association. Wealth Advisors Group provides financial planning, discretionary and non-discretionary portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews supported by BlackRock’s Aladdin® platform.
Laura M
Series 65
Fort Wayne, IN
Wealth Advisors Group
Laura Morton is a financial advisor with Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 license and three years of industry experience. Prior to joining Wealth Advisors Group, she worked at Kestra Advisory Services, LLC, Personal Wealth Partners, LLC, and CX Institutional. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation using model portfolios and independent managers.
Christopher S
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Christopher Slyby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Advisors Group in Fort Wayne, IN. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Outside of his advisory role, he is involved in financial planning activities through his own entity, C.A. Slyby LLC. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm utilizes dynamic risk management and tactical asset allocation, employing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers and technology platforms such as BlackRock’s Aladdin® in its investment process.